Financial Planning and Analysis Analyst

The Role:

Support financial planning and analysis processes by preparing budgets, forecasts, and reports accurately and on time. Guide junior staff in compiling financial data and provide actionable insights to support managerial decision-making. Collaborate with cross-functional teams to ensure FP&A outputs align with business objectives.

Responsibilities:

• Guides peers in compiling budget and forecast data while validating inputs for accuracy.
• Coaches junior analysts on building models, analyzing trends, and preparing reports for management review.
• Guides team members in analyzing financial results and preparing recommendations for managers.
• Guides colleagues in preparing reports for stakeholders and coordinating FP&A inputs across departments.
• Guides team members in using financial systems, reporting tools, and templates effectively.

Qualifications:

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related fields.
• Coursework or specialization in financial analysis, business analytics, or corporate finance is advantageous.
• 1–3 years of experience in financial analysis, budgeting, or FP&A in BPO, shared services, or corporate environments.
• Ability to prepare financial reports, budgets, and forecasts accurately and on time.
• Proficiency in Microsoft Excel and other financial modeling tools, with basic understanding of data visualization and reporting.
• Experience in analyzing financial performance metrics to support managerial decision-making.
• Understanding of basic accounting principles, financial reporting standards, and internal controls.
• Familiarity with cross-functional collaboration to gather operational data and provide insights.
• Basic knowledge of process improvement, financial systems, and analytics tools for reporting and decision support.